Marshall Financial Group (Maryland)’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Sell |
10,455
-1,242
| -11% | -$228K | 0.38% | 54 |
|
|
2025
Q1 | $2.03M | Sell |
11,697
-16,581
| -59% | -$2.87M | 0.44% | 49 |
|
|
2024
Q4 | $4.96M | Buy |
28,278
+882
| +3% | +$155K | 1.2% | 16 |
|
|
2024
Q3 | $4.91M | Buy |
27,396
+9,685
| +55% | +$1.74M | 1.17% | 16 |
|
|
2024
Q2 | $2.91M | Buy |
17,711
+1,786
| +11% | +$293K | 0.81% | 23 |
|
|
2024
Q1 | $2.7M | Buy |
+15,925
| New | +$2.7M | 0.78% | 27 |
|